Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 723 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
2,857
shares
|
$664,909
0.01% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
2,818
shares
|
$655,833
0.01% of portfolio
|
Q2 2024
Added 1.51%
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
2,785
shares
|
$648,153
0.04% of portfolio
|
Q2 2024
Added 38.42%
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 18, 2024 Q2 2024 |
2,736
shares
|
$636,749
0.38% of portfolio
|
Q2 2024
Added 5.39%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$629,534
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
2,673
shares
|
$622,087
0.01% of portfolio
|
Q2 2024
Added 38.14%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
2,660
shares
|
$619,061
0.01% of portfolio
|
Q2 2024
Reduced 55.5%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
2,626
shares
|
$611,148
0.0% of portfolio
|
Q3 2018
Reduced 4.79%
|
|
Entropy Technologies, LP
New York, NY |
Aug 12, 2024 Q2 2024 |
2,620
shares
|
$609,752
0.08% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
2,607
shares
|
$606,727
0.05% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,600
shares
|
$605,098
0.02% of portfolio
|
Q2 2024
Added 2.36%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$599,745
0.13% of portfolio
|
Q2 2023
Added 3.41%
|
|
Emerald Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
2,513
shares
|
$584,850
0.03% of portfolio
|
Q2 2024
Reduced 22.17%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
2,501
shares
|
$582,057
0.02% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
2,481
shares
|
$577,403
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
2,467
shares
|
$574,144
0.04% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,434
shares
|
$566,464
0.02% of portfolio
|
Q2 2024
Added 0.75%
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2024 Q2 2024 |
2,410
shares
|
$560,879
0.12% of portfolio
|
Q2 2024
New holding
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
2,396
shares
|
$557,621
0.1% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 08, 2024 Q2 2024 |
2,395
shares
|
$557,388
0.04% of portfolio
|
Q2 2024
Added 7.64%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
2,374
shares
|
$552,501
0.03% of portfolio
|
Q2 2024
Reduced 11.32%
|
|
Impax Asset Management Group PLC
|
Aug 05, 2024 Q2 2024 |
2,297
shares
|
$534,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2024 Q2 2024 |
2,270
shares
|
$528,297
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
Pdt Partners, LLC
New York, NY |
Aug 15, 2024 Q2 2024 |
2,247
shares
|
$522,944
0.06% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jul 22, 2024 Q2 2024 |
2,235
shares
|
$520,151
0.56% of portfolio
|
Q4 2023
New holding
|